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Integrated Quantitative Investments’s Broadridge BR Stock Holding History

Integrated Quantitative Investments’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$250K Sell
1,537
-3,824
-71% -$726K 0.05% 354
2025
Q4 		$1.2M Buy
5,361
+1,735
+48% +$396K 0.26% 157
2025
Q3 		$864K Buy
3,626
+8
+0.2% +$1.99K 0.25% 190
2025
Q2 		$879K Buy
+3,618
New +$860K 0.26% 167

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Quantitative Investments's BR Position: Q1 2026 in Review

Integrated Quantitative Investments reduced its Broadridge (BR) stake by 71% in Q1 2026, selling an estimated $726K and leaving 1,537 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #354.

Integrated Quantitative Investments first reported a position in BR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Integrated Quantitative Investments held 1,537 shares of Broadridge worth $250K as of Q1 2026.
  • Integrated Quantitative Investments sold 3,824 Broadridge shares in Q1 2026, an estimated $726K.
  • Broadridge made up 0.05% of Integrated Quantitative Investments's portfolio in Q1 2026, its #354 holding.
  • Integrated Quantitative Investments first reported a position in Broadridge in Q2 2025 and has held it in 4 quarters since.
  • Integrated Quantitative Investments's Broadridge position peaked at $1.2M in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Integrated Quantitative Investments's 13F filing for Q1 2026, filed 13 May 2026.